Current rate hikes are keeping rates on fixed deposits high, but it is also setting the stage for interest rates to fall in the coming months. Extend your fixed income portfolio maRead More
The markets are reflecting the headwinds they are facing. Equity indices and commodity indices are down between 6% and 10% from mid April highs while the USD has strengthened by arRead More
 The government is holding back a bond rally due to its reluctance to bite the bullet and hike fuel prices. Crude oil prices (Brent Crude) are higher by 23% calendar year to date, Read More
Large cap indices fell the most last week with Sensex and Nifty falling by over 2% week on week. Large cap indices fall was led by the IT index which fell over 4% week on week. TheRead More
RBI risks overshooting rate hikes RBI did not disappoint the market, which was expecting a 25bps repo rate hike in the mid quarter policy review of the annual monetary policy for 2Read More
The world is buzzing with internet companies that have been listed or going to be listed. Linkedin which was the latest listing doubled on the listing day while other companies incRead More
Child plans floated by insurance companies are highly avoidable products. To fund your child’s education in the future you should look at investment avenues that are cheap and are Read More
High inflation and slowing growth is India’s story at present. The question is whether inflation will come off as growth slows or inflation will stay high despite slowing growth? TRead More
The Interest Rate Swap (IRS) market is usually a front runner for bond yields. The sharp fall in five year OIS (Overnight Index Swaps) yields indicates that bonds yields are in forRead More
Equity indices fell across the globe last week with losses from the US to China. The worst performers were the Nasdaq, Kospi and Hangseng with losses of 4.7%, 3.2% and 2.3% respectRead More